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Create donor and gift records from web payments

Create donor and gift records from web payments

Your online donations arrive without linked donor records, forcing manual entry and slowing acknowledgments. It creates donor and gift records so you can send thank-yous the same day.

Create donor and gift records from web payments

Overview

Manual processing of online gifts consumes volunteer hours and delays donor thank-yous and reconciliation. This flow captures donor profiles and posts gifts automatically, then notifies finance so acknowledgments and reconciliation can happen the same day.

Create donor and gift records from web payments